Institutional Client Services Associate

Overview

In this role you support institutional clients and investment consultants from London, acting as a trusted contact and delivering a high-quality client experience. You will coordinate enquiries, reporting and onboarding while aiding business development and distribution efforts. You work closely with internal teams to ensure accurate client delivery and prepare materials for meetings. This is a broad, cross-functional position with exposure to various client types and investment strategies, offering meaningful impact in a global firm.

Pay / Benefits

• well-established global investment manager
• broad exposure to institutional clients, consultants and distribution
• insight across investment, sales, marketing and client servicing
• varied role with significant responsibility
• career development opportunities

Responsibilities

• Serve as primary contact for institutional clients and consultants, ensuring a responsive experience
• Coordinate day-to-day client needs including enquiries, reporting, transactions and onboarding
• Support business development activities through client meetings, presentations, events and follow-up
• Coordinate RFPs, DDQs, presentations and client materials with internal teams
• Liaise with Client Reporting and other functions for timely delivery of client requirements
• Assist with investment management agreement processes and onboarding
• Prepare briefing materials and presentations for client/consultant meetings
• Maintain client and prospect data and support distribution/market outreach
• Collaborate with Sales, Marketing, Investments, Operations, Legal and Compliance to meet client needs and generate new business opportunities

Key requirements

• 4+ years’ experience in institutional client services, consultant relations or related role in investment management
• Strong understanding of institutional asset management and financial markets
• Client-focused, highly organized, able to manage multiple priorities and deadlines
• Excellent written and verbal communication with strong attention to detail
• Proactive, collaborative, commercially minded with ability to anticipate needs
• Experience with CRM/distribution technology; familiarity with AI tools advantageous
• Strong project management skills and ability to work across multiple internal teams
• Willingness to develop knowledge across different investment strategies, vehicles and client types

• client-focused
• highly organized
• proactive
• collaborative
• CRM/distribution technology
• familiarity with AI tools

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